David Morris is a Managing Director with Dacarba LLC, an Opportune LLP company. Based in Dallas, David is a seasoned financial executive with nearly 20 years of experience advising organizations and executing complex financings, possessing a wealth of experience in negotiating transactions, leading diligence processes and managing legal documentation. Prior to Dacarba, David was Executive Director in the Energy Finance group at JPMorgan Chase (JPM) where he led diligence for financings, structured credit facilities, negotiated legal documents and restructured distressed oil and gas loans. In this role, David managed syndicated credit facilities for both public and private E&P companies, most of which were agented by JPM, while also serving as the workout credit officer on several other accounts. He also served on a team tasked with overseeing restructurings of oil and gas reserve-based loans (RBLs) and was responsible for adapting JPM’s credit guidelines for North American oil and gas RBLs when the U.S. Office of the Comptroller of the Currency (OCC), an independent bureau of the U.S. Department of the Treasury, introduced leveraged lending guidance in 2013 and again in 2016 after the OCC revised its guidelines for oil and gas E&P lending. Prior to JPM, David served in corporate banking and debt capital markets roles at CapitalOne and KeyBank. He began his career at GMAC Commercial Mortgage Corp. financing healthcare facilities and subsequently served as a Principal Treasury Analyst at Progressive Insurance Corp.
David holds a BS in Economics from Duke University and an MBA in Analytic Finance and Accounting from the University of Chicago Booth School of Business.